Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-26 00:00:00 ET · period of report 2024-11-22 · accession 0001289419-24-000146 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2024-11-26 | 2024-11-22+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $347.59 | -18.1K | 10.76M | -0.2% | -$6.30M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-11-25 | S | D | 3,825 | $351.41 | 10,748,242 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $350.9550 to $351.9200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2024-11-25 | S | D | 956 | $352.09 | 10,747,286 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $351.9600 to $352.8250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2024-11-25 | S | D | 2,023 | $350.52 | 10,752,067 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $349.9400 to $350.9350. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2024-11-25 | S | D | 1,841 | $349.39 | 10,754,090 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $348.8600 to $349.8150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2024-11-22 | S | D | 2,471 | $345.47 | 10,756,597 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $345.0350 to $346.0200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 6 | Common | Common Stock | 2024-11-22 | S | D | 249 | $346.25 | 10,756,348 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $346.0350 to $346.4900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 7 | Common | Common Stock | 2024-11-25 | S | D | 417 | $348.01 | 10,755,931 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $347.7550 to $348.4350. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 8 | Common | Common Stock | 2024-11-22 | S | D | 18 | $339.72 | 10,765,392 | D | — | — | |
| 9 | Common | Common Stock | 2024-11-22 | S | D | 368 | $341.47 | 10,765,024 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $340.9350 to $341.8900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 10 | Common | Common Stock | 2024-11-22 | S | D | 532 | $342.41 | 10,764,492 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $341.9600 to $342.8400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 11 | Common | Common Stock | 2024-11-22 | S | D | 993 | $343.34 | 10,763,499 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $342.9900 to $343.9700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 12 | Common | Common Stock | 2024-11-22 | S | D | 4,431 | $344.57 | 10,759,068 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $344.0250 to $344.9700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |